Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
KEDIA - Multi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
2.23%
6 Months
4.80%
7.97%
1 Year
0.40%
6.21%
3 Years
—
12.78%
5 Years
—
14.19%
Since Inception
2.40%
16.41%
Fund Age
17 mo
7 yrs 3 mo
AUM
₹16.3 Cr
₹115.97 Cr
Alpha – 1 Year
−2.60%
1.49%
Alpha – 3 Years
—
0.69%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
17.55%
15.75%
Volatility – 3 Years
—
15.69%
Beta – 1 Year
0.97
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
-0.19
0.12
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
11.84%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−14.81%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
—
Number of Stocks
25
35
Portfolio P/E
33.22
—
Top 5 Holdings
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
—
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%